IHT Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Buy |
6,215
+1,106
| +22% | +$78.2K | 0.01% | 880 |
|
|
2025
Q4 | $344K | Buy |
5,109
+99
| +2% | +$6.95K | 0.01% | 913 |
|
|
2025
Q3 | $356K | Sell |
5,010
-42
| -0.8% | -$2.75K | 0.01% | 864 |
|
|
2025
Q2 | $321K | Buy |
5,052
+795
| +19% | +$49K | 0.01% | 859 |
|
|
2025
Q1 | $264K | Sell |
4,257
-109
| -2% | -$6.5K | 0.01% | 913 |
|
|
2024
Q4 | $251K | Sell |
4,366
-17
| -0.4% | -$1.06K | 0.01% | 925 |
|
|
2024
Q3 | $298K | Sell |
4,383
-52
| -1% | -$3.36K | 0.01% | 911 |
|
|
2024
Q2 | $251K | Buy |
4,435
+330
| +8% | +$19.6K | 0.01% | 861 |
|
|
2024
Q1 | $245K | Sell |
4,105
-727
| -15% | -$41.8K | 0.01% | 872 |
|
|
2023
Q4 | $298K | Buy |
4,832
+10
| +0.2% | +$577 | 0.01% | 764 |
|
|
2023
Q3 | $280K | Buy |
4,822
+966
| +25% | +$64.4K | 0.01% | 756 |
|
|
2023
Q2 | $273K | Buy |
+3,856
| New | +$287K | 0.01% | 758 |
|
|
2021
Q3 | – | Sell |
-8,957
| Closed | -$719K | – | 857 |
|
|
2021
Q2 | $719K | Buy |
8,957
+5,995
| +202% | +$505K | 0.05% | 408 |
|
|
2021
Q1 | $256K | Sell |
2,962
-52
| -2% | -$4.41K | 0.02% | 686 |
|
|
2020
Q4 | $261K | Buy |
3,014
+140
| +5% | +$12.5K | 0.02% | 604 |
|
|
2020
Q3 | $240K | Buy |
2,874
+421
| +17% | +$36K | 0.02% | 553 |
|
|
2020
Q2 | $204K | Buy |
+2,453
| New | +$203K | 0.03% | 520 |
|
|
2020
Q1 | – | Sell |
-2,438
| Closed | -$207K | – | 581 |
|
|
2019
Q4 | $207K | Sell |
2,438
-55
| -2% | -$4.57K | 0.02% | 554 |
|
|
2019
Q3 | $213K | Buy |
+2,493
| New | +$198K | 0.03% | 533 |
|
|
2018
Q2 | – | Sell |
-1,337
| Closed | -$78K | – | 701 |
|
|
2018
Q1 | $78K | Sell |
1,337
-3
| -0.2% | -$177 | 0.02% | 547 |
|
|
2017
Q4 | $83K | Sell |
1,340
-35
| -3% | -$2.21K | 0.02% | 540 |
|
|
2017
Q3 | $83K | Buy |
1,375
+6
| +0.4% | +$370 | 0.04% | 391 |
|
|
2017
Q2 | $1 | Buy |
1,369
+331
| +32% | +$20.1K | ﹤0.01% | 1298 |
|
|
2017
Q1 | $62K | Buy |
1,038
+6
| +0.6% | +$341 | 0.04% | 376 |
|
|
2016
Q4 | $57K | Buy |
+1,032
| New | +$55.2K | 0.04% | 366 |
|
Other funds holding ES
VCM
VPM
MAM
